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As a Certified Financial Planner® practitioner, Mike is held to the industry’s highest fiduciary standard, meaning he is legally and ethically required to always act in your best interest. Our data-driven, customized approach ensures every decision is made with your financial goals in mind. 

Our clients are athletes, executives, and professionals with over $500,000 in investable assets who are looking for strategic guidance to grow, protect, and preserve their wealth. 

We believe in consistent communication and adjusting strategies as needed. Not only will you receive weekly updates from Mike, but we'll schedule regular check-ins based on your preference—whether it’s quarterly, biannually, or annually—to keep your financial plan aligned with your evolving goals. 

Mike will help you set up your online login. And outside of the quarterly statements you'll receive, you can check on your account(s) as often or as little as you'd like.

At Mestdagh Wealth Management, transparency matters. We are compensated in two ways:

1. Assets Under Management (AUM): We charge a percentage of the assets we manage, meaning our success is directly tied to your portfolio’s growth.
2. Insurance & Income Solutions: When helping with insurance or income planning, we may receive commissions from the sale of insurance/annuity products, allowing us to provide protection strategies for you.

Working with an independent wealth manager ensures that your financial strategy is customized to your specific needs and goals, rather than a standardized approach. With the freedom to choose from a wide range of investment and insurance solutions, being independent allows Mike to provide unbiased guidance and tailor recommendations that truly align with your best interests. 

We provide comprehensive financial planning, investment management, retirement planning, tax-efficiency, risk management, and wealth preservation strategies for high-net-worth individuals. 

We have access to a variety of trusted custodians and investment platforms to best suit your needs. Your assets are held with a third-party custodian, providing security, transparency, and protection alongside professional guidance and management. This structure allows you to benefit from institutional-quality custodial services while still receiving personalized, independent advice tailored to your financial goals. 

Mike focuses on low-cost, tax-efficient portfolios with statistically supported track records. Diversification helps manage risk and avoid being overly reliant on one asset class, while regular rebalancing keeps your portfolio aligned with your goals. 

A second opinion is always a smart move when it comes to your financial future. Mike offers a complimentary review of your current portfolio and retirement plan to identify potential improvements, risks, or missed opportunities. Whether you’re looking for confirmation or a fresh perspective, you'll get unbiased insights to help you make informed decisions—no pressure, no obligation. 

To provide the highest level of personalized service and attention, Mike is intentional with each client he brings on. This allows him to focus on each client individually, offering customized strategies, proactive communication, and unique financial guidance. By maintaining a focused client base, he ensures that every client receives the high-quality service and strategic planning they deserve.